Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use the...
4/11/2025 10:00am - 5:30pm | Online | CalCPA
Members: $299.00, Non-members: $399.00
CPE Categories: Accounting (4 CPE), Specialized Knowledge & Applications (4 CPE)
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Fundamental knowledge of Microsoft Office Excel 2019 or newer
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